|Min SIP Amount||Not Supported|
|NAV||₹27.18 (06 Aug 2020)|
|Fund Started||01 Jan 2013|
|Fund Size||₹2,745 Cr|
|National Bank For Agriculture & Rural Development||Financial||Debenture||3.9%|
|Green Infra Wind Energy Ltd.||Engineering||Debenture||3.6%|
|Indiabulls Housing Finance Ltd.||Financial||NCD||3.3%|
|ICICI Bank Ltd.||Financial||Equity||2.0%|
|Indian Railway Finance Corpn. Ltd.||Financial||Debenture||1.9%|
|Indian Railway Finance Corpn. Ltd.||Financial||NCD||1.9%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||1.9%|
UTI Retirement Benefit Pension Fund Direct is a Solution Oriented Mutual Fund Scheme launched by UTI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. V Srivatsa, Amandeep Chopra is the Current Fund Manager of UTI Retirement Benefit Pension Fund Direct fund.The fund currently has an Asset Under Management(AUM) of ₹2,745 Cr and the Latest NAV as of 06 Aug 2020 is ₹27.18.
The UTI Retirement Benefit Pension Fund Direct is rated Moderately High risk. Minimum SIP Investment is set to 500.
The fund is designed for investors who are interested in saving for retirement and have a long term perspective.
Lock-in for 5 years or retirement, whichever is earlier. If average equity holding is >65%, 10% (After 1 year as per LTCG). If average equity holding is <65%, 20% with indexation benefit (post 3 years).